Nasdaq - Delayed Quote • USD
Principal LifeTime 2070 Institutional (PLTGX)
At close: 8:00 PM EDT
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12.27 - YTD Return 7.47%
- Expense Ratio 0.72%
- Category Target-Date 2065+
- Last Cap Gain -6.00
- Morningstar Rating --
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 27.17M
- Beta (5Y Monthly) --
- Yield 1.37%
- 5y Average Return --
- Holdings Turnover 94.10%
- Last Dividend 0.17
- Inception Date Mar 1, 2023
The fund operates as a “target date fund” that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in the fund’s name. The fund is a fund of funds and invests in underlying funds of Principal Funds, Inc. (“PFI”). Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.
Principal Funds
Fund Family
Target-Date 2065+
Fund Category
27.17M
Net Assets
2023-03-01
Inception Date
Performance Overview: PLTGX
Trailing returns as of 6/10/2024. Category is Target-Date 2065+.
Holdings: PLTGX
Top 10 Holdings (86.45% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPLTGX
Technology 19.28%
Financial Services 17.60%
Industrials 13.92%
Healthcare 11.27%
Consumer Cyclical 10.59%
Communication Services 6.04%
Consumer Defensive 5.14%
Real Estate 5.09%
Energy 4.97%
Basic Materials 3.89%
Utilities 2.21%
Recent News: PLTGX
Research Reports: PLTGX
Top Mutual Funds
LSHAX Kinetics Spin-Off and Corp Rest Adv A
24.49
+4.39%
LSHEX Kinetics Spin-Off and Corp Rest No Load
25.88
+4.35%
LSHCX Kinetics Spin-Off and Corp Rest Adv C
22.05
+4.35%
LSHUX Kinetics Spin-Off and Corp Rest Instl
24.70
+4.35%
WWNPX Kinetics Paradigm No Load
97.42
+3.36%
KNPYX Kinetics Paradigm Instl
98.79
+3.36%
KNPCX Kinetics Paradigm Adv C
82.80
+3.36%
KNPAX Kinetics Paradigm Adv A
92.62
+3.35%
KSCYX Kinetics Small Cap Opportunities Inst
133.53
+3.02%
KSCOX Kinetics Small Cap Opportunities No Load
130.27
+3.01%
KSOCX Kinetics Small Cap Opportunities Adv C
116.96
+3.01%
KSOAX Kinetics Small Cap Opportunities Adv A
124.84
+3.01%
KMKYX Kinetics Market Opportunities Inst
57.53
+2.22%
KMKCX Kinetics Market Opportunities Adv C
52.60
+2.22%
KMKAX Kinetics Market Opportunities Adv A
55.53
+2.21%
KMKNX Kinetics Market Opportunities No Load
56.55
+2.20%
RCMFX Schwartz Value Focused
49.53
+1.98%
TGUSX TCW Funds, Inc. - TCW New America Premier Equities Fund
31.75
+1.76%
FATIX Fidelity Advisor Technology Fund
131.56
+1.46%
FADTX Fidelity Advisor Technology A
116.49
+1.45%
FTHCX Fidelity Advisor Technology C
85.27
+1.45%
FIKHX Fidelity Advisor Technology Z
131.59
+1.45%
FATEX Fidelity Advisor Technology Fund
105.82
+1.45%
FSPTX Fidelity Select Technology
34.78
+1.43%
RYVYX Rydex NASDAQ-100 2x Strategy H
512.85
+1.40%
RYVLX Rydex NASDAQ-100 2x Strategy A
513.00
+1.40%
UOPIX ProFunds UltraNASDAQ-100 Fund
101.73
+1.40%
RYCCX Rydex NASDAQ-100 2x Strategy C
370.06
+1.39%
UOPSX ProFunds UltraNASDAQ-100 Fund
70.08
+1.39%
DXQLX Direxion Monthly NASDAQ-100 Bull 1.75X Fund
80.98
+1.19%
PSLDX PIMCO StocksPLUS Long Duration Instl
17.11
+1.06%
MMDEX Praxis Growth Index I
44.58
+1.04%
MGNDX Praxis Growth Index A
43.95
+1.03%
TWCUX American Century Ultra Fund
87.95
+0.95%
TWUIX American Century Ultra Fund
93.45
+0.95%
AULGX American Century Ultra R5
93.53
+0.95%
AULRX American Century Ultra R
76.82
+0.95%
TWUAX American Century Ultra Fund
81.20
+0.94%
AULNX American Century Ultra G
97.60
+0.94%
AULDX American Century Ultra R6
94.45
+0.94%
AULYX American Century Ultra Y
94.58
+0.94%
TWCCX American Century Ultra Fund
60.25
+0.94%
ASLWX American Century Select Y
121.49
+0.93%
PEGCX PGIM Jennison Mid-Cap Growth Fund
19.54
0.00%
PEGZX PGIM Jennison Mid-Cap Growth Fund
20.70
0.00%
FOCKX Fidelity OTC K
22.88
+0.93%
ASDEX American Century Select R6
121.29
+0.92%
TWSIX American Century Select Fund
120.26
+0.92%
TWCIX American Century Select Fund
115.89
+0.92%
ASLGX American Century Select R5
120.27
+0.92%
PJGQX PGIM Jennison Mid-Cap Growth R6
21.92
0.00%
ACSLX American Century Select C
87.84
+0.92%
TWCAX American Century Select Fund
110.19
+0.92%
ASERX American Century Select R
106.93
+0.92%
FOCPX Fidelity OTC
22.36
+0.90%
PEGGX PGIM Jennison Mid-Cap Growth Fund
21.32
0.00%
FNCMX Fidelity Nasdaq Composite Index
220.39
+0.88%
PEGEX PGIM Jennison Mid-Cap Growth Fund
20.71
0.00%
ANODX American Century Small Cap Growth R6
20.92
0.00%
ANONX American Century Small Cap Growth I
20.45
0.00%
FDCPX Fidelity Select Tech Hardware
106.00
+0.82%
BDAUX Baron Durable Advantage Fund
25.71
0.00%
CTCAX Columbia Global Technology Growth A
80.88
+0.76%
CTHRX Columbia Global Technology Growth Inst2
87.58
+0.76%
BESIX William Blair Emerging Markets Small Cap Growth Fund
21.24
0.00%
CTHCX Columbia Global Technology Growth C
69.06
+0.76%
CGTUX Columbia Global Technology Growth Inst3
88.00
+0.76%
CTYRX Columbia Global Technology Growth Adv
86.77
+0.75%
CMTFX Columbia Global Technology Growth Inst
85.45
+0.75%
FMEIX Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
16.15
+0.75%
JMIGX Jacob Discovery Fd Instl
24.48
+0.74%
JMCGX Jacob Discovery Fd Inv
21.97
+0.73%
RYHOX Rydex NASDAQ-100 H
71.73
+0.72%
RYATX Rydex NASDAQ-100 A
71.75
+0.72%
UANQX Victory Nasdaq 100 Index Fund
47.91
+0.71%
BIPSX ProFunds Biotechnology UltraSector Fund
39.56
+0.71%
FBGRX Fidelity Blue Chip Growth Fund
216.59
+0.71%
USNQX Victory Nasdaq 100 Index Fund
48.14
+0.71%
URNQX Victory Nasdaq 100 Index Fund
48.18
+0.71%
UINQX Victory Nasdaq 100 Index Fund
48.19
+0.71%
UCNQX Victory Nasdaq 100 Index Fund
46.84
+0.71%
OTPIX ProFunds NASDAQ-100 Inv
166.26
+0.71%
FBGKX Fidelity Blue Chip Growth Fund
217.85
+0.71%
RYCOX Rydex NASDAQ-100 C
57.51
+0.70%
OTPSX ProFunds NASDAQ-100 Svc
128.04
+0.70%
RYOCX Rydex NASDAQ-100 Inv
80.75
+0.70%
BIPIX ProFunds Biotechnology UltraSector Fund
62.91
+0.69%
CAMLX Congress Large Cap Growth Retail
45.92
+0.66%
CMLIX Congress Large Cap Growth Institutional
46.24
+0.65%
BGSRX BlackRock Technology Opportunities Fund
62.26
+0.63%
SCQGX DWS Large Cap Focus Growth S
84.02
+0.62%
SGGCX DWS Large Cap Focus Growth C
58.38
+0.62%
SGGAX DWS Large Cap Focus Growth A
78.22
+0.62%
BGSIX BlackRock Technology Opportunities Fund
68.76
+0.61%
BSTSX BlackRock Technology Opportunities Svc
63.87
+0.61%
BGSAX BlackRock Technology Opportunities Fund
62.31
+0.61%
BTEKX BlackRock Technology Opportunities K
68.95
+0.61%
BGSCX BlackRock Technology Opportunities Fund
49.31
+0.61%
SGGIX DWS Large Cap Focus Growth Inst
85.54
+0.61%
JENRX Jensen Quality Growth Fund
61.42
+0.61%